Back to SCHW-PJ
Fiscal Wisdom Wealth Management, LLC → SCHW-PJ
Fiscal Wisdom Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
5
Latest value
$3.4M
Q3 2026
Peak value
$3.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.3M |
| Q4 2025 | $2.5M |
| Q1 2026 | $3.1M |
| Q2 2026 | $3.2M |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 103.9K | — | — |
| Q2 2026 | $3.2M | 101.2K | — | — |
| Q1 2026 | $3.1M | 99.6K | — | — |
| Q4 2025 | $2.5M | 90.9K | — | — |
| Q3 2025 | $2.3M | 86.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B